The first-hour assessment

Within the first hour, does every new Lead have one named owner, visible to the owner and the manager?

Unowned Leads are the first leak. Assign by rule, not by inbox.

Is there a clock on the first contact, set per lead source, that the owner can see counting down?

One clock per source. A marketplace Lead and a referral do not deserve the same one.

Does the clock follow a business calendar, and is there a rule for Leads that arrive at night or on weekends?

Without a calendar, a Friday night Lead is either breached or ignored. Decide which, by rule.

Is licensing or state checked before a Lead is offered, so an ineligible person never sees it?

An ineligible first call costs the hour and sometimes more. Make license and state a gate.

Can the owner see consent and opt-out status on the Lead before sending the first message?

If consent is in another system, it is not on the Lead. Put it on the record.

If the owner does not accept or act inside the clock, does the Lead go to the next person or the queue automatically?

The unaccepted Lead is the quietest loss in the first hour. Escalate by rule.

Can the first text or email be drafted from the record, with the Lead’s details and the owner’s voice, in one step?

A draft on the record removes the excuse. The person still sends it.

Do you report speed to lead and first-hour contact rate by source, from the system, without a spreadsheet?

What is not measured by source cannot be fixed by source.